Slide 1: Q2 2026 Quarterly Earnings Results
Q2 2026 Quarterly Earnings Results August 5, 2026
Slide 2: Disclaimers
Disclaimers Forward-Looking Statements This communication may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements related to the future business outlook, events, and expected performance of TTM Technologies, Inc. (“TTM
Slide 3: Q2 2026 Total Highlights
Q2 2026 Total Highlights | Delivered Powerful Q2’26 Performance Throughout Business & Supporting Continued Momentum ▪ Revenue Outperformance Net Sales of $1.0B (+37% YoY) above guidance for $930 - $970M ▪ Profitability Outperformance Non-GAAP EPS of $0.99 above guidance for $0.82 - $0.88 ▪ Bookings
Slide 4: Q2 2026 Financial Results and Q3 2026 Guidance
Q2 2026 Financial Results and Q3 2026 Guidance | Strong performance leading to a beat and raise quarter ($M) Net Sales Non-GAAP EPS1 $1,500 $1.27 $1.20 $1.21 $1,200 $1,140 $0.99 $1,004 $1,100 $0.90 $900 $731 $0.58 $0.60 $600 $0.30 $300 YoY 37% 49% Growth 71% 81-90% YoY Growth $0.00 $0 Q2'25 Q2'26 Q3
Slide 5: Q2 2026 Cash Metrics
Q2 2026 Cash Metrics | Successful capital investments enabled organic revenue growth in Data Center and Networking ▪ We continued to generate Operating Cash Flow Free Cash Flow1 ($M) ($M) solid cash flows from $140 operations, enabling us to $46 invest in our ongoing $120 $45 growth while maintainin
Slide 6: Backlog and Book to Bill
Q2 2026 Backlog and Book to Bill | Book to Bill improved year over year and Backlog growth supports future revenue growth Backlog & Book to Bill ▪ Book to Bill of 1.49 for Q2‘26 was substantially $2.0 2.00 higher than 0.89 a year ago, supporting forecasted revenue growth $1.8 1.80 $1.7 $1.6 1.60 ▪ C
Slide 7: Q2 2026 Key Sector Highlights
Q2 2026 Key Sector Highlights Aerospace & Defense (Revs +14%+ YoY) Commercial Revs (Revs +57%+ YoY) ▪ First development contract awarded ▪ Completed Phase 1 N+M factory for TTM’s AESA Detect and Avoid radar expansions on schedule to support key system for the Advanced Air Mobility customer NPI progr
Slide 8: Q2 2026 End Market Net Sales
Q2 2026 End Market Net Sales | Data Center and Networking and Aerospace and Defense continue as key growth drivers | Nearly all end markets expected to continue year over year $ revenue growth in Q3’26, while Automotive managed strategically End Market % of Net Sales 45% Aerospace and Defense 37% 32
Slide 9: Q2 2026 Financial Results and Q3 2026 Guidance
Q2 2026 Financial Results and Q3 2026 Guidance | Strong year on year improvements in key financial metrics forecasted to continue in Q3’26 Financial Metric Q2’26 Q2’25 Year on Year Change Q3’26 Guidance GAAP Metrics Net Sales $1,004.1 M $730.6 M $273.4 M, or 37% $1,100 – 1,140M Gross Margin 21.1% 20
Slide 10: We Thank You!
4T™ Technologies” We Thank You! S
Slide 11: Appendix
4TM Technologies” Appendix
Slide 12: Non-GAAP Reconciliations (In thousands, except per share data)
Non-GAAP Reconciliations (In thousands, except per share data) RECONCILIATIONS2 Second Quarter First Two Quarters 2026 2025 2026 2025 Non-GAAP gross profit reconciliation3: GAAP gross profit $ 211,858 $ 148,109 $ 393,039 $ 279,081 Add back item: Amortization of definite-lived intangibles 2,336 2,336
Slide 13: Non-GAAP Reconciliations (In thousands)
Non-GAAP Reconciliations (In thousands) Second Quarter First Two Quarters 2026 2025 2026 2025 Adjusted EBITDA reconciliation7: GAAP net income $ 83,047 $ 41,530 $ 133,035 $ 73,708 Add back items: Income tax (benefit) provision (1,800) 3,995 6,737 12,808 Interest expense 10,496 11,095 21,096 22,559 A
Slide 14: Non-GAAP Reconciliations Footnotes
Non-GAAP Reconciliations Footnotes 2 This information provides a reconciliation of non-GAAP gross profit, non-GAAP operating income, non-GAAP net income, non-GAAP EPS, and adjusted EBITDA to the most comparable GAAP metric in our consolidated condensed statements of operations. 3 Non-GAAP gross prof